Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
35
﹤0.01% 325
2025
Q1
$6K Hold
35
﹤0.01% 338
2024
Q4
$6K Hold
35
﹤0.01% 365
2024
Q3
$8K Hold
35
﹤0.01% 367
2024
Q2
$8K Hold
35
﹤0.01% 359
2024
Q1
$9K Hold
35
﹤0.01% 326
2023
Q4
$8K Sell
35
-5
-13% -$1.14K ﹤0.01% 335
2023
Q3
$8K Hold
40
﹤0.01% 347
2023
Q2
$7K Hold
40
﹤0.01% 362
2023
Q1
$8K Buy
40
+5
+14% +$1K ﹤0.01% 362
2022
Q4
$6K Hold
35
﹤0.01% 335
2022
Q3
$5K Hold
35
﹤0.01% 260
2022
Q2
$6K Hold
35
﹤0.01% 254
2022
Q1
$6K Hold
35
﹤0.01% 261
2021
Q4
$7K Hold
35
﹤0.01% 250
2021
Q3
$6K Hold
35
﹤0.01% 222
2021
Q2
$6K Hold
35
﹤0.01% 225
2021
Q1
$6K Hold
35
﹤0.01% 199
2020
Q4
$5K Hold
35
﹤0.01% 197
2020
Q3
$4K Hold
35
﹤0.01% 193
2020
Q2
$4K Hold
35
﹤0.01% 219
2020
Q1
$3K Hold
35
﹤0.01% 209
2019
Q4
$5K Hold
35
﹤0.01% 203
2019
Q3
$4K Hold
35
﹤0.01% 208
2019
Q2
$4K Hold
35
﹤0.01% 200
2019
Q1
$3K Hold
35
﹤0.01% 212
2018
Q4
$3K Hold
35
﹤0.01% 197
2018
Q3
$3K Hold
35
﹤0.01% 199
2018
Q2
$3K Buy
+35
New +$3K ﹤0.01% 242